Technical preparation
We scope the projects, interview your contributors, review the evidence, and write the reports. Your team checks the technical account before filing.
The Cedar platformWe’re building Canada’s
We’re building Canada’s
SR&ED platform.
Your records, technical reports, time allocations, and claim calculations in one workspace. Cedar’s senior preparers use the platform to manage your claim, with your team involved where its knowledge and approval are needed.
Supporting evidence
Project records, ready for review.
Technical files, payroll, invoices, and project history stay with the claim. Your preparer uses them to write the reports, reconcile costs, and respond to review questions.
Your SR&ED claim
In preparationSupporting evidence
Claim records
Technical, financial, and project files.
6 files
Technical
Project descriptions and technical narrative drafts
Claim records
4 files
Financial
Payroll records and claim preparation worksheets
Claim records
8 files
Work history
Imported project history, work logs, and timesheets
Claim records
3 files
Output
Generated artifacts and reports for the claim
Claim records
The service behind the software
A senior preparer leads the work.
Cedar handles claim strategy, technical report writing, financial reconciliation, tax schedules, and filing coordination. The platform keeps the supporting work accessible throughout preparation and review.
Financial preparation
We reconcile source records, allocate project costs, account for assistance, and prepare the federal and provincial credit calculations and tax schedules.
Filing and audit support
We coordinate filing with your accountant and manage CRA and provincial reviews. Full technical and financial audit support is included.